Data Integrity Review within 10X

When your legacy ERP data is first migrated into 10X ERP, it’s critical to complete a thorough Data Integrity Review before go-live. This review ensures your Open Transactions, Inventory, and Master Records were converted accurately and are ready for daily operations. Focus on validating Open Sales Orders, Open Purchase Orders, Inventory Values, Open AR and AP, as well as Customer, Vendor, and key Admin Settings. Careful review at this stage prevents billing errors, purchasing issues, and reporting discrepancies after launch.

• Review Open Accounts Receivable (AR) to confirm Invoices and Credits have Correct Payment Terms, Dates, Balances, and that each Invoice is Assigned to the Proper Customer.
• Review Open Accounts Payable (AP) to verify Payment Terms, Invoice Dates, Balances, and that each Invoice or Credit is Assigned to the Correct Vendor.
• Validate Inventory Values by sorting Inventory from Highest to Lowest Value to quickly identify Outliers or Over-Inflated Items from the Conversion.
• Audit Open Sales Orders (on Hold Status) to confirm Customer, Shipping Location, Ship Method, Line Items, Units of Measure, Quantities, Prices, Dates, Taxable Status, Add-Ons, and Customer Payment Terms are Correct.
• Audit Open Purchase Orders to verify Vendor, Warehouse Shipping Location, Ship Method, Line Items, Units of Measure, Costs, Dates, Add-Ons or Miscellaneous Charges, and Vendor Payment Terms are Accurate.
• Review Customer Master Records to confirm Business and Shipping Address Defaults, All Location Addresses, Credit Settings, Contacts, and Pricing Rules were Converted Properly.
• Review Vendor Master Records to verify Business Address, Multiple Locations (if applicable), Contacts, Accounting Settings, and Cost Rules are Accurate.
• Verify Admin Settings by reviewing Sales Tax Codes and Amounts, confirming Banking Information, and adjusting Accounting Settings as needed before launch.

🧾 Open Sales Orders

For each open sales order:

• Order exists in 10X
• Customer is correct
• Line items are correct
• Quantities match your legacy system
• Prices match your legacy system
• Status (open / partially shipped) is correct

📦 Open Purchase Orders

For each open purchase order:

• PO exists in 10X
• Vendor is correct
• Line items are correct
• Quantities match the legacy system
• Received vs open quantities are correct
• PO status is correct

🏷 Inventory Items & Locations

For inventory:

• Inventory items exist
• On-hand quantities look correct
• Inventory values look reasonable
• Items are assigned to the correct locations
• Quantities by location match expectations
• No unexpected or missing locations

💰 Open Accounts Receivable (AR)

For each open invoice or credit, confirm:

• Customer is assigned correctly
• Invoice or credit exists
• Payment terms are correct
• Invoice date is correct
• Due date is correct
• Open balance is correct

💳 Open Accounts Payable (AP)

For each open bill or credit:

• Vendor is assigned correctly
• Bill or credit exists
• Payment terms are correct
• Bill date is correct
• Due date is correct
• Open balance is correct

⚙️ Admin & System Settings

Review and confirm:

• Company settings are correct
• Warehouse and location setup is correct
• Users and roles are set correctly
• Required system configuration is present

🧠 Final Review

• Spot-check multiple records from each area (sales orders, purchase orders, inventory, AR, and AP)
• Totals and balances generally align with the legacy system
• All discrepancies are documented
• Issues are submitted to your project lead before Launch